IGM Financial's Sept. 30 AUMA at $302.6-billion

Executive Summary

• IGM Financial reported an all‑time high total assets under management and advisement (AUM&A) of $302.6 billion as of September 30, 2025, a 14.2% increase year‑over‑year.
• Consolidated net inflows for September 2025 were $838 million, reversing a $192 million outflow in the same month last year.
• All three primary operating segments—IG Wealth Management, Mackenzie Investments, and the corporate aggregate—posted record or markedly improved AUM, fund sales, and net inflows.

Key Details

• Total AUM&A: $302.6 billion at Sept. 30, 2025 (up from $264.9 billion on Sept. 30, 2024).
• Consolidated Net Inflows (Sept 2025): $838 million (vs. net outflow of $192 million in Sept 2024).
• IG Wealth Management (IGWM):
• Assets under advisement: $155.9 billion (up from $151.0 billion prior month).
• Investment fund net sales: $191 million (vs. $12 million net sales in Sept 2024).
• Total net inflows: $159 million (up from $69 million in Sept 2024).
• Gross inflows: $1.3 billion; Gross sales: $1.4 billion – strongest September results to date.
• Mackenzie Investments:
• Assets under management: $239.5 billion (up from $231.5 billion prior month).
• Investment fund net sales: $205 million (vs. $131 million net redemptions in Sept 2024).
• Total net sales: $679 million (up from $261 million net redemptions in Sept 2024).
• Corporate‑wide September Highlights:
• Record high AUM&A of $302.6 billion, up from $292.6 billion the prior month.
• Investment fund net sales: $396 million (vs. $119 million net redemptions in Sept 2024).

Notable Quotes

No direct quotes were provided in the release.